13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
GAPR

FIRST TR EXCHNG TRADED FD VI

95 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F458·95 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.4%
vs prior quarter
13F value held
$91M
73.0% inst. owned
of float
Holders
95
+127 QoQ
filers reporting
Activity
+38 / −49
+854 added · −902 reduced
this quarter
Concentration
16.84%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported GAPR in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.8% of the visible book. +127 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M377K0.00%Q1 202602
Kestra Advisory Services, LLC
CIK 0001830819
$11M269K0.04%Q1 202603
Concurrent Investment Advisors, LLC
CIK 0002001015
$8M194K0.09%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M190K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$6M157K0.01%Q1 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$6M155K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M115K0.01%Q1 202608
Schulz Wealth, LTD.
CIK 0002011780
$4M110K2.83%Q4 202509
LPL Financial LLC
CIK 0001403438
$4M101K0.00%Q1 202610
Americana Partners, LLC
CIK 0001797678
$4M99K0.10%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M98K0.01%Q1 202612
CITY HOLDING CO
CIK 0000726854
$3M74K0.38%Q1 202613
Midwest Financial Network, LLC
CIK 0002137280
$2M49K1.57%Q1 202614
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M48K0.03%Q1 202615
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$2M38K0.09%Q1 202616
Per Stirling Capital Management, LLC.
CIK 0001689933
$1M37K0.17%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M36K0.00%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M34K0.00%Q1 202619
Keystone Wealth Services, LLC
CIK 0001866189
$1M29K0.25%Q1 202620
ARS Wealth Advisors Group, LLC
CIK 0001886707
$1M28K0.10%Q1 2026
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